RATES & FORMS FILING

NAIC Uniform Review Standards Checklists

The Review Standards Checklists Subgroup of the Improvements to State-Based Systems Working Group presents the following for use by the insurance industry and state regulators to promote uniformity and speed to market in the filing process.

  • Review Standards Checklist Best Practices
  • Instruction for Completion of Checklists
  • Twenty Property & Casualty Checklists
  • One comprehensive Life, Accident & Health, Annuity and Credit Checklist

The Instructions for Completion of the Checklists will introduce the filer to the new checklist format. The filer will need to match the Line of Business to be filed with the proper checklist. The checklist selected may then be completed for submission to the state(s). Below are listed by Line of Business each of the uniform review standards checklists. Just click on the appropriate program (i.e., Word; PDF; Excel) to open the checklist to begin the filing submission process.

General Information

  • Review Standards Checklist Best Practices [PDF]
  • Instruction for Completion of Checklists [PDF]

Life & Health

  • Life, Accident & Health, Annuity and Credit Checklist [Word | PDF]

Property & Casualty

Please contact Courtney Mayorga, CSMayorga@naic.org, telephone 816-783-8949 regarding checklist questions and/or comments.